$ASTS #Spacemob

If that happens, AST SpaceMobile doesn’t just land a partnership— it becomes the backbone of every U.S. carrier’s space layer. One constellation. Three networks. Endless reach. 🚀📶 $ASTS

So maybe Verizon’s “delay” isn’t hesitation— it’s synchronization. AST could be teeing up a moment where AT&T, Verizon & T-Mobile all appear under one national satellite-to-cell model.

In-house counsel explanation would sound like: “Execution of a Verizon DA is deferred pending evaluation of a shared-spectrum framework involving multiple carriers under SCS guidelines.” Translation: they’re aligning the big three.

Legally, it’s brilliant: - avoids exclusivity conflicts - fits FCC’s cooperative tone - lets AST serve every carrier - and makes AST the neutral space layer of U.S. wireless infrastructure.

Instead of siloed contracts, AST could be pushing a common regulatory umbrella where all three carriers authorize its constellation to fill rural and off-grid gaps. One network in space, three on the ground. 🌎📡

Here’s the setup: ✅ AT&T is already definitive. ✅ Verizon’s consent lets AST use its spectrum for testing. ✅ FCC “Supplemental Coverage from Space” rules are about to allow shared spectrum access from orbit.

Crazy thought: AST may be using the Verizon “pause” to quietly line up a multi-carrier spectrum coordination deal—bringing AT&T, Verizon, and T-Mobile into one shared satellite broadband framework.

$ASTS I’ve spent years negotiating multi-billion-dollar deals at Fortune 100s. Here’s an admittedly CRAZY theory on why AST SpaceMobile hasn’t announced Verizon yet— and why the “delay” might actually be a master plan. 👇

$ASTS Oppenheimer hasn't been on here before, have they??

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